In the left navigation pane, click Investment Planning. The Investment Planning tab opens.
In the left-hand column, click Plans. The Plans spreadsheet opens.
Double-click the plan you want to rename. (You may be given the option to refresh your data to reflect the most recent changes you made to the market assumptions. Click No.) The goal-plan wizard opens to the Plan Overview object/tab.
In the Plan name box, type in new name.
Click 
. You will be returned to the Plans spreadsheet, and your goal-based plan is renamed.